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Jun 30
Bentley Systems Q2 2025 Earnings Report
Bentley Systems announced its second quarter 2025 results, showing growth in total revenues and subscriptions, with stable EPS and strong ARR growth.
Key Takeaways
Bentley Systems reported a strong second quarter in 2025, with total revenues increasing by 10.2% year-over-year to $364.1 million. Subscriptions revenue also saw significant growth, reaching $333.5 million. The company maintained its net income per diluted share at $0.22 and achieved an Adjusted EPS of $0.32, indicating solid financial performance despite global uncertainties.
Total revenues for Q2 2025 were $364.1 million, an increase of 10.2% year-over-year.
Subscriptions revenues grew by 12.1% to $333.5 million in Q2 2025.
Annualized Recurring Revenues (ARR) reached $1,379.2 million as of June 30, 2025, with a constant currency ARR growth rate of 11.5%.
Net income per diluted share remained consistent at $0.22, while Adjusted EPS increased to $0.32.
Bentley Systems
Bentley Systems
Bentley Systems Revenue by Segment
Revenue by Segment
Subscriptions Revenue
CapyFin.comPerpetual Licenses Revenue
CapyFin.comServices Revenue
CapyFin.com Forward Guidance
Bentley Systems is on track to meet its 2025 outlook, driven by sustained long-term demand for digital infrastructure solutions and the resilience of its business model.
Positive Outlook
- Continued excellent operational and financial results tracking consistently toward 2025 outlook.
- Sustaining long-term drivers for going digital in accounts and prospects.
- Pervasive infrastructure engineering resource constraints motivate productivity and value generation.
- Resilience of business model and strength of end markets, driven by secular infrastructure investment.
- Balance sheet strength and projected cash flow generation provide capacity for share repurchases, dividends, acquisitions, and debt refinancing.
Challenges Ahead
- Ongoing global uncertainties were noted, though the company performed well despite them.
- No specific negative forward guidance points were explicitly stated in the provided text.
- No specific negative forward guidance points were explicitly stated in the provided text.
- No specific negative forward guidance points were explicitly stated in the provided text.
- No specific negative forward guidance points were explicitly stated in the provided text.
Revenue & Expenses
Visualization of income flow from segment revenue to net income